Anic Equity¶
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Total return since start: 0.56 %¶
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Equity now: -----------------------------> 47657.73 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46262.85 Kr¶
PnL: ---------------------------------------> -625.72 Kr¶
DD now: ---------------------------------> -1.999 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-16 10:18:11.142431'
Benchmark comparison¶
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | 0.630000 | 2810.500000 | 174.500000 | 6.620000 | 2636.000010 |
| Beijer Electronics Group | 26 | -0.330000 | 3125.200000 | 154.200000 | 5.190000 | 2971.000006 |
| Corem Property Group B | 59 | 2.660000 | 660.210000 | 83.210000 | 14.420000 | 576.999999 |
| Samhällsbyggnadsbo. i Norden B | 20 | 0.470000 | 427.000000 | 72.000000 | 20.280000 | 355.000000 |
| HMS Networks | 2 | 0.730000 | 717.200000 | 44.200000 | 6.570000 | 673.000000 |
| FM Mattsson Mora Group B | 50 | 0.000000 | 2950.000000 | 23.000000 | 0.790000 | 2927.000000 |
| Eastnine | 4 | 1.110000 | 511.200000 | 20.200000 | 4.110000 | 491.000000 |
| Nordea Bank Abp | 29 | 0.710000 | 3473.620000 | 19.620000 | 0.570000 | 3453.999992 |
| Samhällsbyggnadsbo. i Norden D | 12 | 2.220000 | 264.960000 | 18.960000 | 7.710000 | 246.000000 |
| Intrum | 4 | 2.290000 | 544.600000 | 17.600000 | 3.340000 | 527.000000 |
| Essity A | 4 | 0.520000 | 1164.000000 | 15.000000 | 1.310000 | 1149.000000 |
| Coor Service Management Hold. | 8 | -0.370000 | 544.000000 | 12.000000 | 2.260000 | 532.000000 |
| MedCap | 2 | 1.650000 | 431.000000 | 10.000000 | 2.380000 | 421.000000 |
| Norva24 Group | 16 | -0.230000 | 552.000000 | 9.000000 | 1.660000 | 543.000000 |
| OEM International B | 7 | 0.000000 | 536.900000 | 8.900000 | 1.690000 | 527.999997 |
| Essity B | 2 | 0.850000 | 581.300000 | 7.300000 | 1.270000 | 574.000000 |
| Karnov Group | 9 | -1.790000 | 541.800000 | 5.800000 | 1.080000 | 536.000004 |
| Midsona B | 63 | -0.640000 | 588.420000 | 5.420000 | 0.930000 | 582.999984 |
| AcadeMedia | 12 | 0.170000 | 562.320000 | 5.320000 | 0.960000 | 557.000004 |
| Resurs Holding | 22 | -1.020000 | 579.040000 | 5.040000 | 0.880000 | 573.999998 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.750000 | 565.950000 | 3.950000 | 0.700000 | 562.000005 |
| Boozt | 12 | -0.790000 | 1657.200000 | 3.200000 | 0.190000 | 1653.999996 |
| Creaspac SPAC | 6 | -0.210000 | 577.800000 | 0.800000 | 0.140000 | 577.000002 |
| Handelsbanken A | 5 | 0.180000 | 546.750000 | 0.750000 | 0.140000 | 546.000000 |
| Securitas B | 6 | 0.720000 | 567.720000 | -2.280000 | -0.400000 | 570.000000 |
| Swedbank A | 3 | -0.430000 | 558.600000 | -5.400000 | -0.960000 | 564.000000 |
| CTEK | 13 | -1.030000 | 512.590000 | -21.410000 | -4.010000 | 533.999999 |
| SAAB B | 8 | 1.240000 | 3323.200000 | -53.800000 | -1.590000 | 3377.000000 |
| International Petroleum Corp. | 5 | 1.250000 | 527.000000 | -67.570000 | -11.360000 | 594.565215 |
| Vivesto | 1368 | -0.410000 | 531.330000 | -81.670000 | -13.320000 | 612.999432 |
| Sampo Oyj SDB | 7 | 0.090000 | 3766.000000 | -84.000000 | -2.180000 | 3850.000000 |
| OX2 | 18 | -1.230000 | 1515.600000 | -148.400000 | -8.920000 | 1663.999992 |
| Axfood | 13 | -0.290000 | 3545.100000 | -210.900000 | -5.620000 | 3756.000001 |
| Ovzon | 52 | 2.950000 | 3083.600000 | -278.400000 | -8.280000 | 3361.999992 |
| Fasadgruppen Group | 35 | -0.910000 | 3433.500000 | -377.500000 | -9.910000 | 3810.999990 |
| TOTAL | 46277.210000 | -611.360000 | -1.96957% | 46888.564618 |
Updated:¶
'2023-01-16 10:16:10.534119'
None
Last optimization/rebalancing:¶
'2023-01-14'
Next optimization/rebalancing:¶
'2023-02-23'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
